AllianzGI Ultra Micro Cap Fund

Scorecard
5 / 5 Stars
Lipper
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Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 215 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 49.59 percent over the past year, 21.12 percent over the past three years, and 39.39 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.6%
1 Year 49.6%
3 Years (Annualized) 21.1%
5 Years (Annualized) 39.4%
10 Years (Annualized) N/A

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Summary

The investment seeks maximum long-term capital appreciation. The fund seeks to achieve its objective by normally investing at least 80% of its net assets (plus borrowings made for investment purposes) in equity securities of ultra micro-cap companies. It currently defines ultra micro-cap companies as those with market capitalizations less than two times the weighted average of the Russell Microcap Growth Index. The fund may invest in securities issued in initial public offerings (IPOs), and may utilize foreign currency exchange contracts, options, stock index futures contracts, warrants and other derivative instruments.

Fees

Fees are Above Average compared to funds in the same category.
AllianzGI Ultra Micro Cap Fund has an expense ratio of 2.20 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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